Civic Intelligence

Financial Executives International (Philadelphia Chapter)

EIN 23-6298661 • 501(c)6 • Huntingdon Valley, PA

Profile

Dedicated to formal and informal programs that emphasize training and education

3312 Woodland CircleHuntingdon Valley, PA 19006-4245

www.financialexecutives.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

97th percentile

65%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

3.4%

Faster asset growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,718

Up $1,078 (+3.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$32,718

Up $1,078 (+3.4%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$1,666

Down $13,892 (-89%) from 2018

Expenses

Down

$588

Down $10,419 (-95%) from 2018

Net Income

Down

$1,078

Down $3,473 (-76%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $39,374Net Assets 2013: $39,3742013Assets 2014: $41,530Net Assets 2014: $41,5302014Assets 2015: $36,001Net Assets 2015: $36,0012015Assets 2016: $32,762Net Assets 2016: $32,7622016Assets 2017: $27,089Net Assets 2017: $27,0892017Assets 2018: $31,640Net Assets 2018: $31,6402018Assets 2019: $32,718Net Assets 2019: $32,7182019

Highlighted filing

2019

Assets$32,718
Liabilities-
Net Assets$32,718
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $36,747Expenses 2013: $58,994Net Income 2013: -$22,2472013Revenue 2014: $36,867Expenses 2014: $34,711Net Income 2014: $2,1562014Revenue 2015: $40,142Expenses 2015: $45,671Net Income 2015: -$5,5292015Revenue 2016: $36,030Expenses 2016: $39,269Net Income 2016: -$3,2392016Revenue 2017: $15,879Expenses 2017: $21,552Net Income 2017: -$5,6732017Revenue 2018: $15,558Expenses 2018: $11,007Net Income 2018: $4,5512018Revenue 2019: $1,666Expenses 2019: $588Net Income 2019: $1,0782019

Highlighted filing

2019

Revenue$1,666
Expenses$588
Net Income$1,078
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,718
Liabilities
-
Net assets
$32,718
Revenue
$1,666
Expenses
$588
Net income
$1,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$32.7$32.7$1.67$0.59$1.08
2018Detailed filing. Detailed filing data is available for this year.$31.6$31.6$15.6$11.0$4.55
2017Detailed filing. Detailed filing data is available for this year.$27.1$27.1$15.9$21.6$5.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$32.8$36.0$39.3$3.24
2015Detailed filing. Detailed filing data is available for this year.$36.0$36.0$40.1$45.7$5.53
2014Detailed filing. Detailed filing data is available for this year.$41.5$41.5$36.9$34.7$2.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.4$39.4$36.7$59.0$22.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$1,666
Mission and Program Overview

Mission

Dedicated to formal and informal programs that emphasize training and education

Program Services

DescriptionGrantsExpenses
FEI is dedicated to formal and informal programs that emphasize training, education, sharing of knowledge and espertise, and he study of significant issues relating to taxes, reporting and disclosure matters.-$588
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Open PositionPresident-$0--
Open PositionSecretary-$0--
Carmen ConicelliTreasurer-$0--
Open PositionDirector-$0--
Open PositionDirector-$0--
Open PositionDirector-$0--
Open PositionDirector-$0--
Open PositionDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Executives International (Philadelphia Chapter)
EIN
23-6298661
Phone
2158011285
Address
3312 Woodland Circle, Huntingdon Valley, PA 19006-4245

Signing Officer

Name
Carmen Conicelli
Title
Treasurer
Signed
2019-07-31
Discuss with paid preparer
No

Preparer

Firm
Carmen J Conicelli CPA
Address
3312 Woodland Circle, Huntingdon Valley, PA 19006
Preparer
Carmen J Conicelli
Phone
2159389944
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 383”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues Billing Fees 205”

Raw XML Appendix120 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Carmen Conicelli
IRS990EZ/BooksInCareOfDetail/PhoneNum02158011285
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03312 Woodland Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hunitngdon Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031640
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01571
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01078
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031640
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032718
IRS990EZ/GrossReceiptsAmt01666
IRS990EZ/GroupExemptionNum01036
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt095
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031640
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031640
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carmen Conicelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Open Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0588
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Dedicated to formal and informal programs that emphasize training and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FEI is dedicated to formal and informal programs that emphasize training, education, sharing of knowledge and espertise, and he study of significant issues relating to taxes, reporting and disclosure matters.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0588
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0588
IRS990EZ/TotalProgramServiceExpensesAmt0588
IRS990EZ/TotalRevenueAmt01666
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.financialexecutives.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues Billing Fees 205
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmen Conicelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Executives International (Philadelphia Chapter)
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0236298661
ReturnHeader/Filer/PhoneNum02158011285
ReturnHeader/Filer/USAddress/AddressLine1Txt03312 Woodland Circle
ReturnHeader/Filer/USAddress/CityNm0Huntingdon Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190064245
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0727CDE0254EFF0F5670EDA7B8F6C50E2B2E2943D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0727CDE0254EFF0F5670EDA7B8F6C50E2B2E2943D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.136.213.67
ReturnHeader/FilingSecurityInformation/IPDt02019-07-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:47:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carmen J Conicelli CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03312 Woodland Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntingdon Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019006
ReturnHeader/PreparerPersonGrp/PhoneNum02159389944
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carmen J Conicelli
ReturnHeader/ReturnTs02019-07-31T07:52:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits